Practice Areas
Estate planning can include:
Making a will - single or multiple wills;
Making a limited or continuing power of attorney for property;
Making a power of attorney for personal care;
Settling trusts, while alive (inter vivos), or through your will (testamentary);
Putting assets in joint ownership specifying right of survivorship;
Coordinating life insurance policies and beneficiary designations;
Preparing international or multiple wills where assets are held in other countries;
Charitable giving;
Planning for income tax, estate administration and other taxes.
Estate Administration can include:
Advertising for creditors
Paying debts of the deceased;
Paying a deceased’s taxes;
Locating wills;
Interpretation of wills;
Applying for a Certificate of Appointment of Estate Trustee with a Will or Without a Will (intestacy) - Also known as applying for probate;
Managing, selling and distributing an estate’s assets;
Administration of testamentary trusts;
Payment of Estate Administration Tax and Filing for income tax clearance.
Real Estate can include:
Buying property;
Selling property;
Refinancing a property.
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